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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Bipin Prasad who wrote (34381)10/9/1998 8:48:00 AM
From: surfinSteve  Respond to of 97611
 
EP speaks, Story at: biz.yahoo.com


CME Globex Futures
8:41:32 AM S&P 500   DEC98   981.50   +1220, NSDQ100   DEC98  1161.25B  +2025
8:34:40 AM S&P 500   DEC98   981.00   +1170, NSDQ100   DEC98  1161.00B  +2000
8:31:29 AM S&P 500   DEC98   980.00   +1070, NSDQ100   DEC98  1161.00B  +2000

NIKKEI 225 INDEX (IND:^N225)  Cls 13026.06, Opn 12923.45, YTD 12910.27 - 17352.95
 2:03AM  12879.97, Chg -146.09 (-1.12%), Rng 12787.90 - 13301.53

HANG SENG INDEX  (HKG:^HSI)  Cls 7939.51, Opn 8026.17, YTD 6544.79 - 11926.16
 4:00AM  8506.79, Chg +567.28 (+7.15%), Rng 8026.17 - 8527.01

SSE COMPOSITE    (SHS:^SSEC)  Cls 1228.710, Opn 1231.942, YTD 1043.022 - 1422.979
 3:00AM  1236.932, Chg +8.222 (+0.67%), Rng 1229.846 - 1241.050

TAIWAN WEIGHTED  (TAI:^TWII)  Cls 6970.23, Opn 6990.06, YTD 6219.89 - 9378.52
 12:03AM  6944.17, Chg -26.06 (-0.37%), Rng 6893.75 - 7064.83

DT. AKTIEN INDEX (FRA:^GDAX)  Cls 3896.08, Opn 3985.02, YTD 3833.71 - 6217.83
 8:44AM  4025.90, Chg +129.82 (+3.33%), Rng 3911.40 - 4027.38
 8:44AM  4025.11, Chg +129.03 (+3.31%), Rng 3911.40 - 4027.38
 8:44AM  4025.53, Chg +129.45 (+3.32%), Rng 3911.40 - 4027.38

SWISS MARKET IND (ZRH:^SSMI)  Cls 5293.7, Opn 5386.0, YTD 5108.3 - 8489.0
 8:44AM  5481.5, Chg +187.8 (+3.55%), Rng 5307.0 - 5496.4
 8:44AM  5482.6, Chg +188.9 (+3.57%), Rng 5307.0 - 5496.4
 8:44AM  5484.7, Chg +191.0 (+3.61%), Rng 5307.0 - 5496.4

MOS TIMES INDEX  (   :^MTMS)  Cls 191.54, Opn 194.58, YTD 172.53 - 843.05
 5:28AM  194.58, Chg +3.04 (+1.59%), Rng 194.58 - 194.58

CAC 40 INDEX     (PAR:^FCHI)  Cls 2959.97, Opn 3020.97, YTD 2809.73 - 4404.94
 8:44AM  3101.42, Chg +141.45 (+4.78%), Rng 3040.55 - 3105.43
 8:44AM  3101.67, Chg +141.70 (+4.79%), Rng 3040.55 - 3105.43
 8:43AM  3102.33, Chg +142.36 (+4.81%), Rng 3040.55 - 3105.43

home.att.net



To: Bipin Prasad who wrote (34381)10/9/1998 8:54:00 AM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
So much for the channel stuffing baloney. This guy holds his cards close to his chest, but he CERTINLY LOOKED SMUG this morning! I saw the interview as VERY positive. I've watched this guy a number of times and he looked/acted very in charge today. CNBC posed the important questions and he fielded them confidently, positively, and, I'm sure, honestly. EP walks softly and carries a BIG STICK. My .06 guess MAY have been to stingy. LOOK OUT SHORTS! El



To: Bipin Prasad who wrote (34381)10/9/1998 8:56:00 AM
From: PCSS  Read Replies (2) | Respond to of 97611
 
From now on let's get someone else interviewed on behalf of CPQ

In response to a question about the value of CPQ stock price EP:

(1) DID NOT ANSWER
(2) AVOIDED THE QUESTION
(3) BLEW AN OPPORTUNITY

EP said the market is taking a wait-and-see attitude and then didn't say something like (1) THEY'll see, (2) CPQ is comfortable with concensus.

The only mildly positive statements EP made was (1) DEC integration progressing (yet NOT finished), (2) CPQ benefiting from Asian financial situation because of lower material&labor costs (market demand is flat to down), (3) CPQ is NOT offering buy-in deals to retailers, (4) Inventories are at their lowest levels in CPQ history, (5) BTO & CTO & Direct Selling are moving forward, (6) 3rd & 4th qtrs see increased demands for CPQ.

EP did not blow the interview nor did he say anyhting negative but he didn't use it for any benefit either.

Michael



To: Bipin Prasad who wrote (34381)10/9/1998 8:59:00 AM
From: Senator949  Read Replies (1) | Respond to of 97611
 
EP said the Asian problem was having a net positive effect on Compaq through reduced costs.

Also he was bluntly asked by Kernan if the Intel and AMD upside was an indication of better performance for Compaq. I was expecting an "I can't comment due to quite time" type response but EP was quite candid and indicated we should see a strong second half.

On the whole I think it was extremely positive.

Make my guess for the pool .11

Robin


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